In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions ...

If you’ve just inherited an IRA, you’re likely asking what to do next — and how to avoid an unexpected tax bill. An inherited IRA lets you keep assets in a tax-advantaged account, but the clock starts ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

HUNTSVILLE, Ala. (WAFF) - Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Financial expert Jay McGowan from The Welch Group ...

When you don't have a choice about a financial transaction, you're at the mercy of the market The current government shutdown shouldn't be your main concern when reinvesting RMDs. Dear Fix My ...

Heirs facing stricter withdrawal deadlines may owe more to the IRS than expected. IRVINE, CALIFORNIA / ACCESS Newswire / September 22, 2025 / The Internal Revenue Service (IRS) is reminding taxpayers ...

When Leslie’s husband died in late 2022, she was devastated, but grateful he had left behind a 401(k) with nearly $350,000 in retirement savings. After taking time to grieve, she contacted the ...

Required Minimum Distributions (RMDs) might sound like a routine part of retirement planning, but they're anything but simple. The IRS rules are layered with exceptions, deadlines, and technical ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

Q: Ira, ask Andy Elisburg about the rules that prevent the Heat from signing another player, like Precious Achiuwa, and now the Rockets can’t replace Fred VanVleet. Why wouldn’t the NBA want to allow ...